CI Investments Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), CI Investments Inc. reported 1,275 stock positions worth $26.6 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 17.0% of the portfolio, followed by Microsoft (MSFT, 5.4%) and Nvidia (NVDA, 4.6%). Compared with Q1 2025, it opened 44 new positions, sold out of 59, added to 483 and reduced 723. The biggest buy was Nvidia (NVDA, shares +4%) and the biggest sale Unitedhealth (UNH, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, Z4
- CIK
- 0001163648
- Portfolio Value
- $26.6B (Q2 2025)
- SEC Filing
- 0001163648-25-000009 ↗ filed Aug 12, 2025
Holdings Value
Holdings 1,275 stocks · $26.6B
| IVV iShares Core S&P 500 ETF | 16.96% | 7,277,282 | $4.5B | No change |
| MSFT Microsoft Corp. | 5.44% | 2,914,064 | $1.4B | Add +2.3% |
| NVDA Nvidia Corp. | 4.65% | 7,836,537 | $1.2B | Add +3.6% |
| AMZN Amazon.com Inc. | 3.69% | 4,484,170 | $983.8M | Reduce -3.6% |
| META Meta Platforms Inc. Class A | 3.15% | 1,137,371 | $839.5M | Reduce -1.5% |
| MA Mastercard Inc. Class A | 2.28% | 1,082,886 | $608.5M | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 2.10% | 3,154,128 | $559.5M | Add +6.9% |
| AVGO Broadcom Inc. | 1.87% | 1,806,681 | $498.0M | Reduce -0.2% |
| AAPL Apple Inc. | 1.42% | 1,841,704 | $377.9M | Reduce -20.6% |
| FXI iShares China Large-Cap ETF | 1.36% | 9,887,616 | $363.5M | Add +28.3% |
| JPM JPMorgan Chase & Co. | 1.30% | 1,193,043 | $345.9M | Reduce -13.1% |
| NOW ServiceNow Inc. | 1.22% | 316,580 | $325.5M | Reduce -5.3% |
| LLY Eli Lilly & Co. | 1.01% | 343,886 | $268.1M | Reduce -20.6% |
| V Visa Inc. Class A | 0.97% | 729,038 | $258.8M | Add +7.0% |
| GOOGL Alphabet Inc. Class A | 0.93% | 1,403,578 | $247.4M | Add +2.3% |
| UNH Unitedhealth Group Inc. | 0.93% | 790,211 | $246.5M | Reduce -14.3% |
| BKNG Booking Holdings Inc. | 0.91% | 41,896 | $242.5M | Add +34.5% |
| USFD US Foods Holding Corp. | 0.90% | 3,107,528 | $239.3M | Reduce -0.5% |
| IEUR iShares Core MSCI Europe ETF | 0.86% | 3,466,289 | $229.5M | Add +21.7% |
| LNG Cheniere Energy Inc. | 0.86% | 936,632 | $228.1M | Reduce -4.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.83% | 976,361 | $221.1M | Reduce -2.9% |
| TLT iShares 20+ Year Treasury BD | 0.80% | 2,428,850 | $214.3M | Add +181.4% |
| TMO Thermo Fisher Scientific Inc. | 0.80% | 528,497 | $214.3M | Add +33.1% |
| KKR KKR & Co. Inc. | 0.78% | 1,565,552 | $208.3M | Add +4.0% |
| AMD Advanced Micro Devices | 0.78% | 1,461,250 | $207.4M | Add +73.6% |
| BN Brookfield Corp. | 0.71% | 3,074,328 | $190.1M | Reduce -1.0% |
| WMT Walmart Inc. | 0.70% | 1,900,934 | $185.9M | Add +10.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.66% | 3,710,183 | $175.6M | Reduce -3.1% |
| CRM Salesforce Inc. | 0.65% | 632,523 | $172.5M | Reduce -2.9% |
| LYV Live Nation Entertainment Inc. | 0.63% | 1,117,287 | $169.0M | Reduce -2.1% |
| WMB Williams Cos Inc. | 0.61% | 2,566,797 | $161.2M | Reduce -4.9% |
| BSX Boston Scientific Corp. | 0.60% | 1,486,699 | $159.7M | Add +7.9% |
| J Jacobs Solutions Inc. | 0.58% | 1,184,894 | $155.8M | Add +0.5% |
| T AT&T Inc. | 0.58% | 5,371,291 | $155.4M | Reduce -0.2% |
| VTR Ventas Inc. | 0.57% | 2,399,027 | $151.5M | Reduce -7.4% |
| SYK Stryker Corp. | 0.53% | 358,462 | $141.8M | Reduce -0.3% |
| ACM Aecom | 0.50% | 1,188,957 | $134.2M | Add +1.2% |
| AEM Agnico Eagle Mines Ltd. | 0.50% | 1,110,839 | $132.1M | Add +28.9% |
| SNOW Snowflake Inc. | 0.49% | 588,402 | $131.7M | Add +177.5% |
| PG The Procter & Gamble Co. | 0.49% | 813,787 | $129.7M | Reduce -0.3% |
| RSP Invesco S&P 500 Equal Weight | 0.48% | 705,470 | $128.2M | Reduce -1.8% |
| SPGI S&P Global Inc. | 0.48% | 242,820 | $128.0M | Add +5.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.48% | 399,577 | $127.9M | Reduce -0.1% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.48% | 3,903,706 | $127.3M | Reduce -2.4% |
| TIP iShares Tips Bond ETF | 0.47% | 1,133,500 | $124.7M | Add +33.0% |
| MELI MercadoLibre Inc. | 0.46% | 47,029 | $122.9M | Reduce -4.5% |
| BLK BlackRock Inc. | 0.45% | 114,712 | $120.4M | Add +6.1% |
| NFLX Netflix Inc. | 0.45% | 89,135 | $119.4M | Reduce -9.9% |
| GS Goldman Sachs Group Inc. | 0.43% | 160,155 | $113.3M | Reduce -33.2% |
| ORCL Oracle Corp. | 0.42% | 514,769 | $112.5M | Add +138.4% |
| EQIX Equinix Inc. | 0.42% | 139,521 | $111.0M | Reduce -5.0% |
| PLD Prologis Inc. | 0.41% | 1,049,224 | $110.3M | Reduce -0.3% |
| KGC Kinross Gold Corp. | 0.41% | 6,919,093 | $108.1M | Add +133.8% |
| ETR Entergy Corp. | 0.38% | 1,230,802 | $102.3M | Add +2.2% |
| UBER Uber Technologies Inc. | 0.38% | 1,096,497 | $102.3M | Add +16.6% |
| CACI Caci International Inc. Class A | 0.38% | 213,623 | $101.8M | Reduce -2.0% |
| AMH American Homes 4 Rent- A | 0.36% | 2,695,283 | $97.2M | Reduce -4.0% |
| BIP Brookfield Infrastructure Pa | 0.34% | 2,698,017 | $90.4M | Add +0.3% |
| KO The Coca-Cola Co. | 0.33% | 1,254,174 | $88.7M | Add +17.5% |
| CEG Constellation Energy | 0.33% | 270,052 | $87.2M | Reduce -4.4% |
| BRX Brixmor Property Group Inc. | 0.32% | 3,264,257 | $85.0M | Add +1.5% |
| ISRG Intuitive Surgical Inc. | 0.30% | 149,443 | $81.2M | Add +38.8% |
| BATRK Atlanta Braves Holdings in-C | 0.30% | 1,700,444 | $79.5M | Add +0.1% |
| AXON Axon Enterprise Inc. | 0.30% | 95,747 | $79.3M | Add +3.8% |
| DHR Danaher Corp. | 0.30% | 398,857 | $78.8M | Reduce -28.3% |
| TXN Texas Instruments Inc. | 0.29% | 374,385 | $77.7M | Add +107.8% |
| MU Micron Technology Inc. | 0.29% | 626,363 | $77.2M | Reduce -4.4% |
| ASHR Xtrackers Harvest Csi 300 CH | 0.29% | 2,802,805 | $77.2M | Add +409.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.28% | 103 | $75.1M | Reduce -8.0% |
| PLTR Palantir Technologies Inc. Class A | 0.28% | 548,292 | $74.7M | Reduce -8.1% |
| TRGP Targa Resources Corp. | 0.27% | 415,286 | $72.3M | Add +5.7% |
| GEV GE Vernova Inc. | 0.27% | 135,401 | $71.6M | Reduce -28.9% |
| CYBR Cyberark Software Ltd./Israel | 0.27% | 175,595 | $71.4M | Reduce -35.9% |
| EBND State Street SPDR Bloomberg | 0.27% | 3,325,253 | $71.2M | Add +305.6% |
| FCX Freeport-McMoran Inc. | 0.27% | 1,636,330 | $70.9M | Add +24.5% |
| ACN Accenture PLC Class A | 0.26% | 231,115 | $69.1M | Add +4.1% |
| SBAC SBA Communications Corp. | 0.26% | 292,368 | $68.7M | Add +0.3% |
| MCO Moody's Corp. | 0.25% | 133,832 | $67.1M | Reduce -1.8% |
| EQH Equitable Holdings Inc. | 0.25% | 1,175,730 | $66.0M | Reduce -1.2% |
| PGR Progressive Corp. | 0.24% | 242,698 | $64.8M | Add +1.4% |
| HESM Hess Midstream LP Class A | 0.24% | 1,647,519 | $63.4M | Add +2.7% |
| IJR iShares Core S&P Small-Cap E | 0.24% | 579,566 | $63.3M | Add +3.1% |
| CDNS Cadence Design SYS Inc. | 0.24% | 204,642 | $63.1M | Add +81.5% |
| ZTS Zoetis Inc. | 0.24% | 402,374 | $62.8M | Reduce -13.5% |
| FWONK Liberty Media Corp. Class C | 0.23% | 595,919 | $62.3M | Add +0.0% |
| WFC Wells Fargo & Co. | 0.23% | 773,564 | $62.0M | Reduce -33.6% |
| MRK Merck & Co. Inc. | 0.23% | 766,092 | $60.6M | Reduce -58.3% |
| AXP American Express Co. | 0.23% | 189,952 | $60.6M | Reduce -2.0% |
| HD Home Depot Inc. | 0.22% | 163,183 | $59.8M | Reduce -1.7% |
| NEE Nextera Energy Inc. | 0.22% | 848,388 | $58.9M | Add +1.2% |
| BABA Alibaba Group Holding-SP ADR | 0.22% | 513,455 | $58.2M | Add +13.4% |
| BBU Brookfield Business PT-Unit | 0.22% | 2,230,613 | $57.8M | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.22% | 536,268 | $57.8M | Reduce -7.6% |
| TDG Transdigm Group Inc. | 0.21% | 37,654 | $57.3M | Reduce -18.1% |
| CSGP Costar Group Inc. | 0.21% | 708,453 | $57.0M | Reduce -2.6% |
| CP Canadian Pacific Kansas City | 0.21% | 714,112 | $56.6M | Add +7.2% |
| VRT Vertiv Holdings Co. Class A | 0.21% | 439,262 | $56.4M | Add +314.2% |
| DDOG Datadog Inc. Class A | 0.20% | 404,764 | $54.4M | Add +42.3% |
| NKE Nike Inc. Class B | 0.20% | 760,152 | $54.0M | Add +10.6% |
| HST Host Hotels & Resorts Inc. | 0.19% | 3,372,825 | $51.8M | Reduce -1.6% |
Options reported separately and not counted above: STATE STR SPDR S&P 500 ETF T puts ($12.1M), INVESCO QQQ TR puts ($4.4M), MARVELL TECHNOLOGY INC calls ($899K), STATE STR SPDR S&P 500 ETF T calls ($552K), SELECT SECTOR SPDR TR puts ($363K), UNITEDHEALTH GROUP INC calls ($258K), THERMO FISHER SCIENTIFIC INC calls ($189K), INVESCO QQQ TR calls ($175K), MERCK & CO INC calls ($160K), SELECT SECTOR SPDR TR calls ($135K), DANAHER CORP DEL puts ($95K), INVESCO EXCHANGE TRADED FD T calls ($65K), and 5 more.
Other holdings (1): bonds, preferreds, convertibles and warrants · $1.2M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| DC.WS Dakota Gold Corp.-26 | *W EXP 03/15/202 | 721,511 | $1.2M | No change |
Total filed on the 13F, all lines: $26.6B.
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -14.3% | 0.93% | −1.12 |
| AAPL Apple Inc. | Reduce -20.6% | 1.42% | −0.76 |
| LLY Eli Lilly & Co. | Reduce -20.6% | 1.01% | −0.51 |
| MRK Merck & Co. Inc. | Reduce -58.3% | 0.23% | −0.47 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.44 |
| CRH CRH PLC | Reduce -99.7% | 0.00% | −0.25 |
| MA Mastercard Inc. Class A | Reduce -1.1% | 2.28% | −0.25 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -76.6% | 0.09% | −0.22 |
| SLB SLB Ltd. | Reduce -99.2% | 0.00% | −0.21 |
| DHR Danaher Corp. | Reduce -28.3% | 0.30% | −0.19 |
| VTR Ventas Inc. | Reduce -7.4% | 0.57% | −0.18 |
| CI The Cigna Group | Reduce -83.0% | 0.03% | −0.16 |
| DOC Healthpeak Properties Inc. | Reduce -25.6% | 0.19% | −0.14 |
| ADI Analog Devices Inc. | Reduce -51.4% | 0.14% | −0.14 |
| FIX Comfort Systems USA Inc. | Reduce -92.8% | 0.02% | −0.14 |
| GS Goldman Sachs Group Inc. | Reduce -33.2% | 0.43% | −0.13 |
| JNJ Johnson & Johnson | Reduce -58.0% | 0.07% | −0.13 |
| JPM JPMorgan Chase & Co. | Reduce -13.1% | 1.30% | −0.12 |
| CYBR Cyberark Software Ltd./Israel | Reduce -35.9% | 0.27% | −0.12 |
| WFC Wells Fargo & Co. | Reduce -33.6% | 0.23% | −0.12 |
| BKLN Invesco Senior Loan ETF | Reduce -96.0% | 0.00% | −0.11 |
| LNG Cheniere Energy Inc. | Reduce -4.9% | 0.86% | −0.11 |
| CL Colgate-Palmolive Co. | Reduce -29.5% | 0.16% | −0.11 |
| AJG Arthur J Gallagher & Co. | Reduce -0.1% | 0.48% | −0.10 |
| IQV Iqvia Holdings Inc. | Reduce -48.4% | 0.07% | −0.10 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 0.49% | −0.10 |
| MCD McDonald's Corp. | Reduce -68.3% | 0.04% | −0.10 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -8.0% | 0.28% | −0.10 |
| CRM Salesforce Inc. | Reduce -2.9% | 0.65% | −0.09 |
| EQIX Equinix Inc. | Reduce -5.0% | 0.42% | −0.09 |
| ZTS Zoetis Inc. | Reduce -13.5% | 0.24% | −0.09 |
| STIP iShares 0-5 Year Tips Bond E | Sold out | 0.00% | −0.09 |
| AMH American Homes 4 Rent- A | Reduce -4.0% | 0.36% | −0.08 |
| PLD Prologis Inc. | Reduce -0.3% | 0.41% | −0.08 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -33.5% | 0.10% | −0.08 |
| WMB Williams Cos Inc. | Reduce -4.9% | 0.61% | −0.08 |
| YUMC Yum China Holdings Inc. | Reduce -99.8% | 0.00% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -7.6% | 0.22% | −0.07 |
| VICI Vici Properties Inc. | Reduce -2.4% | 0.48% | −0.07 |
| INTC Intel Corp. | Reduce -97.1% | 0.00% | −0.07 |
| SUI Sun Communities Inc. | Reduce -46.6% | 0.06% | −0.07 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -17.3% | 0.19% | −0.06 |
| JD Jd.com Inc.-ADR | Sold out | 0.00% | −0.06 |
| T AT&T Inc. | Reduce -0.2% | 0.58% | −0.06 |
| TDG Transdigm Group Inc. | Reduce -18.1% | 0.21% | −0.05 |
| KWEB Kranesh Csi China Internet | Reduce -97.2% | 0.00% | −0.05 |
| CSX CSX Corp. | Reduce -53.9% | 0.04% | −0.05 |
| WCN Waste Connections Inc. | Reduce -43.1% | 0.04% | −0.05 |
| DIS The Walt Disney Co. | Reduce -90.5% | 0.01% | −0.05 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.8% | 0.48% | −0.04 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +3.6% | 4.65% | +1.19 |
| MSFT Microsoft Corp. | Add +2.3% | 5.44% | +0.92 |
| TLT iShares 20+ Year Treasury BD | Add +181.4% | 0.80% | +0.47 |
| AMD Advanced Micro Devices | Add +73.6% | 0.78% | +0.41 |
| SNOW Snowflake Inc. | Add +177.5% | 0.49% | +0.36 |
| BKNG Booking Holdings Inc. | Add +34.5% | 0.91% | +0.30 |
| ORCL Oracle Corp. | Add +138.4% | 0.42% | +0.29 |
| KGC Kinross Gold Corp. | Add +133.8% | 0.41% | +0.25 |
| ASHR Xtrackers Harvest Csi 300 CH | Add +409.8% | 0.29% | +0.23 |
| EBND State Street SPDR Bloomberg | Add +305.6% | 0.27% | +0.20 |
| FXI iShares China Large-Cap ETF | Add +28.3% | 1.36% | +0.20 |
| VRT Vertiv Holdings Co. Class A | Add +314.2% | 0.21% | +0.18 |
| IEF iShares 7-10 Year Treasury B | New | 0.16% | +0.16 |
| ELS Equity Lifestyle Properties | Add +705.7% | 0.19% | +0.16 |
| TXN Texas Instruments Inc. | Add +107.8% | 0.29% | +0.15 |
| GOOG Alphabet Inc. Class C | Add +6.9% | 2.10% | +0.15 |
| IEUR iShares Core MSCI Europe ETF | Add +21.7% | 0.86% | +0.14 |
| IBN Icici Bank Ltd.-Spon ADR | New | 0.14% | +0.14 |
| HEI Heico Corp. | Add +16737.4% | 0.13% | +0.13 |
| HDB HDFC Bank Ltd.-ADR | New | 0.13% | +0.13 |
| ICE Intercontinental Exchange Inc. | Add +334.5% | 0.16% | +0.12 |
| CDNS Cadence Design SYS Inc. | Add +81.5% | 0.24% | +0.12 |
| GGAL Grupo Financiero Galicia-ADR | Add +335.9% | 0.14% | +0.10 |
| PSA Public Storage | Add +505.3% | 0.13% | +0.10 |
| AEM Agnico Eagle Mines Ltd. | Add +28.9% | 0.50% | +0.10 |
| UBER Uber Technologies Inc. | Add +16.6% | 0.38% | +0.09 |
| AXON Axon Enterprise Inc. | Add +3.8% | 0.30% | +0.09 |
| LOW Lowe's Cos Inc. | Add +344.2% | 0.12% | +0.09 |
| DDOG Datadog Inc. Class A | Add +42.3% | 0.20% | +0.08 |
| IOT Samsara Inc. Class A | Add +72328.5% | 0.08% | +0.08 |
| ISRG Intuitive Surgical Inc. | Add +38.8% | 0.30% | +0.08 |
| VST Vistra Corp. | Add +230.1% | 0.10% | +0.08 |
| TIP iShares Tips Bond ETF | Add +33.0% | 0.47% | +0.07 |
| TTEK Tetra Tech Inc. | Add +8411.1% | 0.07% | +0.07 |
| SPOT Spotify Technology SA | Add +47.9% | 0.15% | +0.07 |
| PANW Palo Alto Networks Inc. | Add +74.5% | 0.14% | +0.07 |
| GTLB Gitlab Inc. Class A | Add +91.4% | 0.17% | +0.07 |
| DXCM Dexcom Inc. | Add +77.9% | 0.13% | +0.06 |
| WMT Walmart Inc. | Add +10.8% | 0.70% | +0.06 |
| ATAT Atour Lifestyle Holdings-ADR | New | 0.06% | +0.06 |
| FCX Freeport-McMoran Inc. | Add +24.5% | 0.27% | +0.06 |
| HSAI Hesai Group | New | 0.05% | +0.05 |
| KKR KKR & Co. Inc. | Add +4.0% | 0.78% | +0.05 |
| CLS Celestica Inc. | Add +114.7% | 0.06% | +0.05 |
| BX Blackstone Inc. | Add +54.8% | 0.14% | +0.04 |
| GDX Vaneck Gold Miners ETF | Add +22251.3% | 0.04% | +0.04 |
| ACM Aecom | Add +1.2% | 0.50% | +0.04 |
| EMB iShares JP Morgan Usd Emergi | Add +112.4% | 0.09% | +0.04 |
| MRVL Marvell Technology Inc. | Add +29.2% | 0.13% | +0.04 |
| NET Cloudflare Inc. Class A | Add +101.6% | 0.06% | +0.04 |
Options Activity Q1 2025 → Q2 2025
| STATE STR SPDR S&P 500 ETF T | put | Reduce -56.2% | 22,807 | $12.1M |
| INVESCO QQQ TR | put | Add +65.5% | 4,535 | $4.4M |
| ISHARES TR | put | Sold out | 55,337 | $1.5Mbefore exit |
| MARVELL TECHNOLOGY INC | call | New | 840 | $899K |
| STATE STR SPDR S&P 500 ETF T | call | New | 700 | $552K |
| SELECT SECTOR SPDR TR | put | Reduce -50.0% | 2,200 | $363K |
| UNITEDHEALTH GROUP INC | call | Add +111.5% | 203 | $258K |
| THERMO FISHER SCIENTIFIC INC | call | New | 235 | $189K |
| INVESCO QQQ TR | call | New | 250 | $175K |
| ISHARES TR | put | Sold out | 2,000 | $168Kbefore exit |
| MERCK & CO INC | call | Add +20.0% | 360 | $160K |
| ISHARES TR | call | Sold out | 818 | $135Kbefore exit |
| SELECT SECTOR SPDR TR | call | New | 561 | $135K |
| DANAHER CORP DEL | put | New | 250 | $95K |
| INVESCO EXCHANGE TRADED FD T | call | New | 500 | $65K |
| ISHARES TR | put | New | 400 | $36K |
| ALPHABET INC | call | Sold out | 250 | $35Kbefore exit |
| HUMANA INC | call | New | 625 | $33K |
| UNITED STS OIL FD LP | put | Sold out | 250 | $28Kbefore exit |
| ISHARES TR | call | Add +400.0% | 2,500 | $9K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 746 | $31.1B | QQQM, RSP, NVDA, AMZN, MSFT |
| Q1 2026 | 612 | $20.6B | NVDA, AMZN, MSFT, IVV, GOOG |
| Q4 2025 | 635 | $22.8B | NVDA, MSFT, AMZN, GOOG, IVV |
| Q3 2025 | 1,269 | $27.5B | IVV, MSFT, NVDA, AMZN, META |
| Q2 2025 | 1,275 | $26.6B | IVV, MSFT, NVDA, AMZN, META |
| Q1 2025 | 1,289 | $23.7B | IVV, MSFT, AMZN, NVDA, META |
| Q4 2024 | 1,287 | $26.5B | IVV, MSFT, AMZN, NVDA, AAPL |
| Q3 2024 | 1,267 | $26.3B | IVV, MSFT, AMZN, NVDA, META |
| Q2 2024 | 1,250 | $25.4B | IVV, MSFT, AMZN, NVDA, GOOG |
| Q1 2024 | 1,286 | $25.2B | IVV, MSFT, AMZN, NVDA, META |